TRPA β€” HARTFORD FDS EXCHANGE TRADED

Ownership history in Convergence Financial, LLC  Β·  5 quarters on record

AI Ownership Summary

Convergence Financial, LLC reported HARTFORD FDS EXCHANGE TRADED (TRPA) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows TRPA at 0.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TRPA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Convergence Financial, LLC's position in HARTFORD FDS EXCHANGE TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TRPA was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Convergence Financial, LLC held TRPA β€” position size vs. price
% of Fund (quarterly)    TRPA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 52,176 +11,362 +27.8% 0.30% $2.0M 2026-02-14 (Est.) $38.83
2025 Q3 ADDED 40,814 +24,008 +142.9% 0.24% $1.6M 2025-11-10 $38.34
2025 Q2 ADDED 16,806 +5,359 +46.8% 0.11% $653K 2025-08-06 $37.79
2025 Q1 ADDED 11,447 +2,438 +27.1% 0.09% $445K 2025-04-25 $36.87
2024 Q4 INITIATED 9,009 β€” β€” 0.07% $351K 2025-02-05 $36.89

FAQ About Convergence Financial, LLC and TRPA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Convergence Financial, LLC reported owning TRPA?

Convergence Financial, LLC reported TRPA across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported TRPA position in Convergence Financial, LLC's portfolio?

The largest reported portfolio weight for TRPA was 0.30% in 2025 Q4.

What is the latest reported TRPA position on this page?

The most recent filing on this page is 2025 Q4, when Convergence Financial, LLC reported 52,176 shares, equal to 0.30% of portfolio, with an estimated market value of $2.0M.

What does the chart on this TRPA ownership page compare?

The chart compares Convergence Financial, LLC's quarterly TRPA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Convergence Financial, LLC Holdings